LionDesk V2 CRM Ideas Portal
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Ability to view the contact info within the profile without having to click on the option to open the field
Ability to view the contact info within the profile without having to click on the option to open the field (set as default) and be able to do for as bulk action.
Created 07 Jan 23:58 by Guest
Contacts
2
Shipped
4
Vote
Editing Comments in Tasks
I would like to have the ability to edit comments I make within the task section
Created 29 Jul 19:45 by Eduard Gubarik
Contacts
0
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4
Vote
Bring back the ability to filter on assigned agent or assigned person. This is very important to teams who use your platform.
As a team owner and team user I like to filter on my team members Leeds. Sometimes they own those leads sometimes I on the leaves. So I filter on the assigned agent field. This is not available from where I can see in version 2.
Created 13 Jun 20:47 by Guest
Contacts
1
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3
Vote
Add Bulk Action for contacts list under email reporting
It's better if you can add unsubscribed option to filter contacts or add bulk action options for contacts under email reporting tab
Created 14 May 16:31 by Guest
Contacts
1
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3
Vote
i'd like to bulk tag more than 200 at a time
My contact lists are big, it would save time transferring lists to tags
Created 10 Apr 23:35 by Guest
Contacts
1
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2
Vote
Export specific contacts
I want to export the contacts (unnamed contact) with only email address available for my team to go through and tweak but this option isn't currently available.
Created 27 Jul 18:53 by Guest
Contacts
2
Shipped
2
Vote
Add a scroll bar on bottom of contact page
Rather than having to expand my browser to the whole screen in order to see the date and time of activity, it would be helpful to add a scroll bottom of the page to see the entire page.
Created 30 Apr 20:54 by Guest
Contacts
0
Shipped
1
Vote
deleting task
When you delete a task from inside the contact record, it doesn't remove it from the Task list
Created 31 Mar 09:53 by Guest
Contacts
0
Shipped
1
Vote
drop down for favorite field still not working
Customized field NOT remaining. In contacts, favorite fields- drop down for customize... does NOT save. When you return to contact fields are missing
Created 31 Mar 09:43 by Guest
Contacts
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2
Vote
Add a summary tab (simple fee text field) to Activity Timeline where you can easily write down the most important info about your prospect for quick view
Add a summary tab (simple fee text field) to Activity Timeline where you can easily write down the most important info about your prospect for quick view when you are on the phone with them. A quick reference that can work as a reminder of what th...
Created 28 Mar 00:37 by Victoria Tan
Contacts
1
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